Partnership

Industry

How to partner with lawyers and accountants

Strategic partnerships with professionals will grow your practice.

By Jessica Bruno |October 31, 2013

2 min read

Industry

First West Credit Union, Qtrade extend partnership

First West Credit Union and Qtrade Financial Group have extended their strategic partnership agreement to at least 2019, following the recent announcement that Desjardins Group has completed a major investment in Qtrade Financial Group. Read: Desjardins acquires 40% of Qtrade shares “We believe that there is now a greater opportunity for Qtrade to help elevate […]

By Staff |April 8, 2013

1 min read

Industry

Protect yourself during firm M&As

When selling or merging your practice, protect yourself and your clients first.

February 7, 2013

1 min read

Planning and Advice

All’s well that ends well

Partnerships most often dissolve in the face of changing priorities.

December 3, 2012

2 min read

Planning and Advice

Why partnerships make sense

To increase client assets and boost business, a growing number of advisors are opting for business structures similar to those used by accountants and lawyers: partnerships.

By Scot Blythe |November 23, 2012

6 min read

Planning and Advice

Pick the right business partner

How to know if you're making the right choice

By John Warrillow |August 7, 2012

1 min read

Planning and Advice

Knowledge checklist for passive partners

If you have clients married to business owners, here’s some crucial information they should know, especially if they’re named in the articles of incorporation or partnership agreement

By Melissa Shin |May 1, 2012

2 min read

Industry

When good partners go bad

Discussing exit strategies early will help you manage a split.

February 8, 2012

9 min read

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